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AllocatorsAllocatorfoundation100m-1b

J M Kaplan Fund Inc

Allocators

New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:6e897e5f-9b9b-4538-a0b9-7ebf44525ae9

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 10:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

J M Kaplan Fund Inc

Family foundation · shared ein

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $144Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 39with an amount; holdings are counted apart
Managers: 7
Funds: 6
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 1
EIN: 136090286

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval; showing 25 of 39

Vehicle	Manager	Bucket	Value	As of	Kind	Source
GENERATION IM GLOBAL EQUITY FUND	n/a	Public equity	$12.4M	Dec 31, 2024	commingled	Irs 990
SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND, LTD	n/a	Private equity	$9.9M	Dec 31, 2024	commingled	Irs 990
FARRALLON CAPITAL F5 INVESTORS I, LP	n/a	Private equity	$9.2M	Dec 31, 2024	commingled	Irs 990
IMPAX GLOBAL ENVIRONMENTAL MKTS FUND INST (PGINX) 255,880.921 SHARES	n/a	Private equity	$5.8M	Dec 31, 2024	commingled	Irs 990
BOSTON COMMON ESG IMPACT INTERNATIONAL FUND (BCAIX) 183,073.513 SHARES	n/a	Private equity	$5.6M	Dec 31, 2024	commingled	Irs 990
BRANDYWINE PRIVATE EQUITY PTRS 2016 LP	n/a	Private equity	$4.3M	Dec 31, 2024	commingled	Irs 990
GENERATION IM ASIA FUND	n/a	Private equity	$3.9M	Dec 31, 2024	commingled	Irs 990
ACADIAN SUSTAINABLE EMERGING MARKET EQUITY	n/a	Public equity	$3.8M	Dec 31, 2024	commingled	Irs 990
BRANDYWINE PRIVATE EQUITY PTRS 2014 LP	n/a	Private equity	$3.2M	Dec 31, 2024	commingled	Irs 990
LONG POND OFFSHORE, LTD	Long Pond Capital, LP	Private equity	$3.1M	Dec 31, 2024	commingled	Irs 990
BRANDYWINE PRIVATE EQUITY PTRS 2017 LP	n/a	Private equity	$2.9M	Dec 31, 2024	commingled	Irs 990
BRANDYWINE PRIVATE EQUITY PTRS 2013 LP	n/a	Private equity	$2.9M	Dec 31, 2024	commingled	Irs 990
COHEN & STEERS GL REALTY-I (CSSPX) 45,939.910 SHARES	Cohen & Steers	Real estate	$2.3M	Dec 31, 2024	commingled	Irs 990
RTW OFFSHORE FUND ONE, LTD	n/a	Private equity	$1.9M	Dec 31, 2024	commingled	Irs 990
BRANDYWINE PRIVATE EQUITY PTRS 2012 LP	n/a	Private equity	$1.8M	Dec 31, 2024	commingled	Irs 990
RA CAPITAL HEALTHCARE INTERNATIONAL FUND, LTD	n/a	Private equity	$1.4M	Dec 31, 2024	commingled	Irs 990
BRANDYWINE PRIVATE EQUITY PTRS LEGACY LP	n/a	Private equity	$1.1M	Dec 31, 2024	commingled	Irs 990
CASDIN PARTNERS OFFSHORE, LTD	Casdin Capital, LLC	Private equity	$1.0M	Dec 31, 2024	commingled	Irs 990
SER CAPITAL PARTNERS 1, LP	n/a	Private equity	$993,135	Dec 31, 2024	commingled	Irs 990
VENTURE INVESTMENT ASSOCIATES VI, LP	Venture Investment Associates	venture	$799,145	Dec 31, 2024	commingled	Irs 990
BLACKROCK IMPACT OPPORTUNITIES, LP	n/a	Private equity	$683,478	Dec 31, 2024	commingled	Irs 990
BRANDYWINE PRIVATE EQUITY PTRS 2011-C LP	n/a	Private equity	$569,081	Dec 31, 2024	commingled	Irs 990
VENTURE INVESTMENT ASSOCIATES V, LP	Venture Investment Associates	venture	$222,474	Dec 31, 2024	commingled	Irs 990
VENTURE INVESTMENT ASSOCIATES IV, LP	Venture Investment Associates	venture	$127,797	Dec 31, 2024	commingled	Irs 990
KEYHAVEN CAPITAL PARTNERS II, LP	Keyhaven Capital Partners Limited	Private equity	$116,106	Dec 31, 2024	commingled	Irs 990

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
SPECIAL OPPORTUNITIES FUND IV PRIVATE EQUITY, LP	n/a	n/a	n/a	n/a	$76,332	Dec 31, 2024	Reported

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Cohen & Steers	n/a	Dec 31, 2024	n/a	yes	fact
Casdin Capital, LLC	n/a	Dec 31, 2024	n/a	yes	fact
Long Pond Capital, LP	n/a	Dec 31, 2024	n/a	yes	fact
Venture Investment Associates	n/a	n/a	n/a	yes	fact
Keyhaven Capital Partners Limited	n/a	n/a	n/a	yes	fact
Apax Partners LLP	n/a	n/a	n/a	yes	fact
Paul Capital	n/a	n/a	n/a	yes	fact

People

investment staff and board roles as the plan's own site or report names them; Form 5500 fiduciary signers are never published

Person	Title	Role	Asset class	Current	From	Source
Julia Bator	EXECUTIVE DIRECTOR	Executive director	n/a	yes	n/a	Irs 990

Relationships

Manages for (7)

← Cohen & SteersManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Casdin Capital, LLCManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Long Pond Capital, LPManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Venture Investment AssociatesManager with allocator capital
factForm 990
← Keyhaven Capital Partners LimitedManager with allocator capital
factForm 990
← Apax Partners LLPManager with allocator capital
factForm 990
← Paul CapitalManager with allocator capital
factForm 990

Lp of (6)

→ Venture Investment Associates IV, L.P.Vehicle with allocator capital
factForm 990
→ Apax Global Impact LPVehicle with allocator capital
factForm 990
→ Paul Capital Partners Viii-A, LPVehicle with allocator capital
factForm 990
→ Venture Investment Associates VI, L.P.Vehicle with allocator capital
factForm 990
→ Keyhaven Capital Partners II, L.P.Vehicle with allocator capital
factForm 990
→ Venture Investment Associates V, L.P.Vehicle with allocator capital
factForm 990

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:6e897e5f-9b9b-4538-a0b9-7ebf44525ae9
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

J M Kaplan Fund Inc

Allocators

New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:6e897e5f-9b9b-4538-a0b9-7ebf44525ae9

Vehicle

Manager

Bucket

Value

As of

Kind

Source

GENERATION IM GLOBAL EQUITY FUND

n/a

Public equity

$12.4M

Dec 31, 2024

commingled

Irs 990

SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND, LTD

n/a

Private equity

$9.9M

Dec 31, 2024

commingled

Irs 990

FARRALLON CAPITAL F5 INVESTORS I, LP

n/a

Private equity

$9.2M

Dec 31, 2024

commingled

Irs 990

IMPAX GLOBAL ENVIRONMENTAL MKTS FUND INST (PGINX) 255,880.921 SHARES

n/a

Private equity

$5.8M

Dec 31, 2024

commingled

Irs 990

BOSTON COMMON ESG IMPACT INTERNATIONAL FUND (BCAIX) 183,073.513 SHARES

n/a

Private equity

$5.6M

Dec 31, 2024

commingled

Irs 990

BRANDYWINE PRIVATE EQUITY PTRS 2016 LP

n/a

Private equity

$4.3M

Dec 31, 2024

commingled

Irs 990

GENERATION IM ASIA FUND

n/a

Private equity

$3.9M

Dec 31, 2024

commingled

Irs 990

ACADIAN SUSTAINABLE EMERGING MARKET EQUITY

n/a

Public equity

$3.8M

Dec 31, 2024

commingled

Irs 990

BRANDYWINE PRIVATE EQUITY PTRS 2014 LP

n/a

Private equity

$3.2M

Dec 31, 2024

commingled

Irs 990

LONG POND OFFSHORE, LTD

Long Pond Capital, LP

Private equity

$3.1M

Dec 31, 2024

commingled

Irs 990

BRANDYWINE PRIVATE EQUITY PTRS 2017 LP

n/a

Private equity

$2.9M

Dec 31, 2024

commingled

Irs 990

BRANDYWINE PRIVATE EQUITY PTRS 2013 LP

n/a

Private equity

$2.9M

Dec 31, 2024

commingled

Irs 990

COHEN & STEERS GL REALTY-I (CSSPX) 45,939.910 SHARES

Cohen & Steers

Real estate

$2.3M

Dec 31, 2024

commingled

Irs 990

RTW OFFSHORE FUND ONE, LTD

n/a

Private equity

$1.9M

Dec 31, 2024

commingled

Irs 990

BRANDYWINE PRIVATE EQUITY PTRS 2012 LP

n/a

Private equity

$1.8M

Dec 31, 2024

commingled

Irs 990

RA CAPITAL HEALTHCARE INTERNATIONAL FUND, LTD

n/a

Private equity

$1.4M

Dec 31, 2024

commingled

Irs 990

BRANDYWINE PRIVATE EQUITY PTRS LEGACY LP

n/a

Private equity

$1.1M

Dec 31, 2024

commingled

Irs 990

CASDIN PARTNERS OFFSHORE, LTD

Casdin Capital, LLC

Private equity

$1.0M

Dec 31, 2024

commingled

Irs 990

SER CAPITAL PARTNERS 1, LP

n/a

Private equity

$993,135

Dec 31, 2024

commingled

Irs 990

VENTURE INVESTMENT ASSOCIATES VI, LP

Venture Investment Associates

venture

$799,145

Dec 31, 2024

commingled

Irs 990

BLACKROCK IMPACT OPPORTUNITIES, LP

n/a

Private equity

$683,478

Dec 31, 2024

commingled

Irs 990

BRANDYWINE PRIVATE EQUITY PTRS 2011-C LP

n/a

Private equity

$569,081

Dec 31, 2024

commingled

Irs 990

VENTURE INVESTMENT ASSOCIATES V, LP

Venture Investment Associates

venture

$222,474

Dec 31, 2024

commingled

Irs 990

VENTURE INVESTMENT ASSOCIATES IV, LP

Venture Investment Associates

venture

$127,797

Dec 31, 2024

commingled

Irs 990

KEYHAVEN CAPITAL PARTNERS II, LP

Keyhaven Capital Partners Limited

Private equity

$116,106

Dec 31, 2024

commingled

Irs 990

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

SPECIAL OPPORTUNITIES FUND IV PRIVATE EQUITY, LP

n/a

$76,332

Dec 31, 2024

Reported

Manager

Mandate

From

Current

Evidence

Cohen & Steers

n/a

Dec 31, 2024

n/a

yes

fact

Casdin Capital, LLC

n/a

Dec 31, 2024

n/a

yes

fact

Long Pond Capital, LP

n/a

Dec 31, 2024

n/a

yes

fact

Venture Investment Associates

n/a

yes

fact

Keyhaven Capital Partners Limited

n/a

yes

fact

Apax Partners LLP

n/a

yes

fact

Paul Capital

n/a

yes

fact

Person

Title

Role

Asset class

Current

From

Source

Julia Bator

EXECUTIVE DIRECTOR

Executive director

n/a

yes

n/a

Irs 990